Apella Capital, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Apella Capital, LLC holds 95,671 shares of ESGV stock, worth $9.89 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

95,671

Previous 99,073 3.43%

Holding current value

$9.89 Million

Previous $10.1 Million 0.36%

% of portfolio

0.39%

Previous 0.42%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$100.18 - $109.1 $340,812 - $371,158	-3,402 Reduced 3.43%	95,671 $10 Million
Q3 2024 Oct 03, 2024	SELL	$91.37 - $101.65 $325,916 - $362,585	-3,567 Reduced 3.48%	99,073 $10.1 Million
Q2 2024 Jul 10, 2024	SELL	$87.24 - $97.37 $183,378 - $204,671	-2,102 Reduced 2.01%	102,640 $9.92 Million
Q1 2024 Apr 10, 2024	SELL	$83.14 - $93.19 $752,417 - $843,369	-9,050 Reduced 7.95%	104,742 $9.76 Million
Q4 2023 Jan 05, 2024	SELL	$71.95 - $85.41 $576,175 - $683,963	-8,008 Reduced 6.57%	113,792 $9.68 Million
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $54,643 - $59,365	732 Added 0.6%	121,800 $9.16 Million
Q2 2023 Jul 06, 2023	BUY	$70.39 - $78.35 $515,254 - $573,522	7,320 Added 6.44%	121,068 $9.49 Million
Q4 2022 Jan 10, 2023	BUY	$62.41 - $70.74 $995,501 - $1.13 Million	15,951 Added 16.31%	113,748 $0
Q3 2022 Oct 11, 2022	BUY	$62.91 - $76.54 $412,752 - $502,178	6,561 Added 7.19%	97,797 $6.15 Million
Q2 2022 Jul 08, 2022	BUY	$63.97 - $82.17 $227,285 - $291,950	3,553 Added 4.05%	91,236 $6.06 Million
Q1 2022 Apr 11, 2022	BUY	$74.15 - $88.3 $522,386 - $622,073	7,045 Added 8.74%	87,683 $0
Q4 2021 Jan 13, 2022	BUY	$79.7 - $88.45 $618,711 - $686,637	7,763 Added 10.65%	80,638 $7.09 Million
Q3 2021 Jan 18, 2022	SELL	$79.36 - $84.88 $48,647 - $52,031	-613 Reduced 0.83%	72,875 $5.83 Million
Q3 2021 Oct 12, 2021	BUY	$79.36 - $84.88 $550,440 - $588,727	6,936 Added 10.42%	73,488 $5.92 Million
Q2 2021 Jan 18, 2022	SELL	$74.71 - $80.04 $37,728 - $40,420	-505 Reduced 0.75%	66,552 $5.32 Million
Q2 2021 Jul 02, 2021	BUY	$74.71 - $80.04 $790,730 - $847,143	10,584 Added 18.74%	67,057 $5.36 Million
Q1 2021 Apr 15, 2021	BUY	$69.3 - $74.47 $1.49 Million - $1.61 Million	21,555 Added 61.73%	56,473 $4.17 Million
Q4 2020 Feb 18, 2021	BUY	$60.54 - $70.17 $760,079 - $880,984	12,555 Added 56.14%	34,918 $2.45 Million
Q3 2020 Oct 22, 2020	BUY	$56.71 - $65.92 $1 Million - $1.17 Million	17,687 Added 378.25%	22,363 $1.38 Million
Q2 2020 Jul 20, 2020	BUY	$43.65 - $58.01 $204,107 - $271,254	4,676 New	4,676 $264,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Apella Capital, LLC Vanguard World Fd Esg U.S. Sto Transaction History